Month: August 2022

Spouse

Estate Planning Isn’t Just for Kids – It’s for Your Spouse

If you’re taking the time to read this, odds are you’re the planner in the family. You take care of most of the financial duties for your family, and your spouse looks to you for the final say on these matters. If that is a fairly accurate portrayal, it is important that you continue reading…
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August 19, 2022 0
Nightmare

The Retirement Nightmare

Just the idea of that makes you want to grind your teeth. Retirement is supposed to be anything but a nightmare, right? After all, it’s your Golden Years. You worked so hard to get here. It’s a dream come true… or is it? Right now, it could be a scary time to retire or be…
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August 11, 2022 0
Saving

401(k) Pitfalls and Opportunities

There are several reasons you may want to move your 401(k) to an IRA. It might simply be to consolidate your investments or to get away from unnecessary fees. It might be to make a Roth conversion. It might be to obtain an active money manager or work with a more holistic advisor. Whatever the…
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August 4, 2022 0